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| Provider | Service type | Compensation |
|---|---|---|
BB&T3 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $18,490 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,929 | $52,293-88.7% | $178,503-96.7% | $73,412-91.9% |
| Participation rate | 70.6% | 65.3%+5.2pp | 81.9%-11.4pp | 72.2%-1.6pp |
| Annual return | 18.94% | 34.75%-15.8pp | 151.12%-132.2pp | 59.30%-40.4pp |
| Employer contribution / active EE | $18 | $1,736-99.0% | $5,011-99.6% | $2,234-99.2% |
| Participant deferral / active EE | $1,593 | $2,333-31.7% | $5,202-69.4% | $3,806-58.1% |
| Admin fee / account holder | $44 | $127-65.3% | $13,987-99.7% | $158-72.0% |